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Onyx Bridge Wealth Group’s Amplify CWP Enhanced Dividend Income ETF DIVO Stock Holding History

Onyx Bridge Wealth Group’s Portfolio DIVO Stock Details DIVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6,974
Closed -$252K – 191
2022
Q4 		$252K Sell
6,974
-10,587
-60% -$373K 0.1% 141
2022
Q3 		$570K Buy
+17,561
New +$607K 0.26% 66

Other funds holding DIVO

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Onyx Bridge Wealth Group's DIVO Position: Q1 2023 in Review

Onyx Bridge Wealth Group sold out of Amplify CWP Enhanced Dividend Income ETF (DIVO) in Q1 2023, closing a stake of 6,974 shares — an estimated $252K sold.

Onyx Bridge Wealth Group first reported a position in DIVO in Q3 2022 and held it in 2 quarters. The position peaked at $570K in Q3 2022. 215 funds tracked by Wall St. Rank hold DIVO as of Q1 2023.

  • Onyx Bridge Wealth Group reported no remaining Amplify CWP Enhanced Dividend Income ETF position as of Q1 2023 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 6,974 Amplify CWP Enhanced Dividend Income ETF shares in Q1 2023, an estimated $252K.
  • Onyx Bridge Wealth Group first reported a position in Amplify CWP Enhanced Dividend Income ETF in Q3 2022 and held it in 2 quarters.
  • Onyx Bridge Wealth Group's Amplify CWP Enhanced Dividend Income ETF position peaked at $570K in Q3 2022.
  • 215 funds tracked by Wall St. Rank held Amplify CWP Enhanced Dividend Income ETF as of Q1 2023.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2023, filed 10 Apr 2023.